Private Client Executive
Simon joined the firm’s Private Client team working as a Private Client Executive in our Bristol office.
Recent Department Work
Simon specialises in Probate and Estate Administration, with a particular focus on the mitigation of inheritance tax.
Having worked in various roles within this area since 2017, Simon is highly experienced and adept at identifying the potential pitfalls involved in estate administration. Simon prides himself on his ability to explain matters to clients in a clear and comprehensive way and act swiftly to resolve issues.
Simon graduated from the University of Gloucestershire with a First-Class LLB (Hons) degree in Law, following which he graduated from CILEx after completing the Graduate Fast Track Diploma in Probate Practice and Civil Litigation.
Simon is currently carrying out his required work experience in order to become a Fellow of CILEx and qualify as a Chartered Legal Executive.
Simon has previously worked with Co-operative Legal Services (Senior Probate Estate Manager) and Kings Court Trust (Technical Estate Coordinator).
Qualifications & Memberships
Graduate member of CILEx.
LLB (Hons) in Law
Outside the office, Simon is a keen fitness enthusiast, regularly attending the gym and playing sports such as tennis and squash. He also enjoys travelling on city-breaks and taking trips to Cornwall to practice surfing.